Candidate Portal: Details View

In this Candidate Portal article, we provide some insight to the cards that Candidates see and what information in their Person Record they can add, edit, or remove. After candidates login to their Candidate Login account, the candidate can access the Details View where they can see the data that the Firm has for their record. 

If a candidate makes any changes to the Candidate Details cards then the changes will reflect in the Person Panel in People View. Users will be able to accept or decline those changes.

Biography

Candidates can click or tap the text field to edit the Biography Card.

Self Identification

Self Identification is a special category that candidates do not have to provide data or fulfill.

Candidates give permission to Firm to use this information and manage their data. If the candidate decides that they do not want to display certain information then they can remove the permissions and Clockwork will remove the data from the Firm environment. 

The following context for Self Identification is just an example:

If a candidate chooses to click the consent box then the “I Agree” button highlight and clickable.

Once the candidate consents to the Self Identification then Gender and Nationality Custom Fields populate inside of the card.

The candidate can choose or delete their identification details at any time.

Documents

Add Document

Click “+Add Document” to drag and drop your file. 

View Document

Candidates can click or tap uploaded documents to view. In the same Documents card, you can view, expand, download, and print resumes by clicking the icon in the header.

Expand

Download

Edit/Delete Documents

Candidates can click or tap the Documents field to edit or delete the Documents.

Contact

Candidates Add/Edit their contact details and can choose their preferred option for communication.

Position

Candidates can add positions by clicking the “+Add Position”.

Candidates will be able to select if the position is their current or preferred position.

Click or tap the position field to edit the data. The option to delete the position will become available.

Location

Candidates can add Location by clicking the “+Add Address”.

Click or tap the address field to edit the data. The option to delete the address will become available.

Education

Candidates can add Education by clicking the “+Add Education”

Candidates can click or tap the Education field to edit or delete the Education details.

Candidates can add Links by clicking “+Add Links” at the bottom of the card.

Candidates can click or tap the Link field to edit or delete the Link.

Accept/Decline Changes

After a candidate makes any changes from their Candidate Login, Users have the ability to Accept or Decline those changes inside of the Person Panel, Candidate View toggle. 

If no changes are requested by the candidate then the Candidate View toggle will not be present inside of the Person Panel.

This allows users the capability to view deltas between Firm Record and Candidate Record. Firms then have the ability to Accept or Decline the changes made by the candidate.

After you Accept or Decline a change, you will see a 10 second count down for a chance to undo the change. *Note: We recommend letting the timer zero-out before leaving the page. If you attempt to leave the People View before the timer is out then you will see a pop warning at the top of your browser warning you that you are not done approving the change.

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